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Tuesday, May 01, 2012

Follow up to S&P rating negative outlook

After the post some people wanted to know if my forecast has changed. Quite the contrary, I think S&P rating outlook downgrade may signal the upcoming improvement in equity performance.

So I think: 

  1. A revival of sorts may happen by July this year, peaking around December.
  2. Analysts will start upgrading around October by which time I expect the move would be reasonably underway.
  3. I think a good strategy should be to invest in any weakness.